ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 345 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.83 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,565,000 | +0.3% | 47,956 | -1.2% | 0.71% | -12.9% |
| Q3 2019 | $3,556,000 | +266.6% | 48,539 | +263.4% | 0.82% | +280.9% |
| Q2 2019 | $970,000 | -2.3% | 13,358 | -3.2% | 0.22% | -12.2% |
| Q1 2019 | $993,000 | +34.6% | 13,802 | +24.7% | 0.24% | +17.8% |
| Q4 2018 | $738,000 | +367.1% | 11,068 | +408.9% | 0.21% | +447.4% |
| Q3 2018 | $158,000 | +83.7% | 2,175 | +79.8% | 0.04% | +72.7% |
| Q2 2018 | $86,000 | – | 1,210 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 816,500 | $59,613,000 | 30.48% |
| O'Brien Wealth Partners LLC | 728,769 | $54,038,000 | 17.90% |
| Financial Advisors, LLC | 484,535 | $35,366,000 | 14.11% |
| Burt Wealth Advisors | 488,964 | $35,690,000 | 13.15% |
| Peterson Wealth Advisors, LLC | 363,847 | $26,557,000 | 10.81% |
| Personal Wealth Partners | 257,321 | $18,782,000 | 8.48% |
| Verde Capital Management | 240,159 | $17,531,000 | 7.72% |
| Monterey Private Wealth, Inc. | 181,967 | $13,602,000 | 7.49% |
| JANICZEK WEALTH MANAGEMENT, LLC | 231,002 | $16,861,000 | 6.72% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 192,545 | $14,054,000 | 6.52% |